The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Sue Chapman, CFP

SENIOR FINANCIAL ADVISOR
SENIOR INSURANCE ADVISOR

Proven Experience In Building Wealth For My Clients

I received my Bachelor of Commerce (B. Comm) in Marketing from McMaster University in 1988.  After graduation, I worked in customer service and inside sales roles.  I wanted to start saving for retirement but knew little at the time about where to start.  I met with a bank advisor hoping to get some advice and have someone explain the various investment options available to me for retirement saving.  Instead, the advisor simply handed me a brochure on the different investments, told me review what they had and to come back and tell them what I wanted. 

This experience left me feeling that there must be a better way. I have always enjoyed helping people and I felt there was a big opportunity to help people manage their finances.  As a result, I started a career in financial planning, earning my Certified Financial Planner designation and the Canadian Securities Course.  I also earned my licenses in Life, Disability, Long-Term Care and Critical Care Insurance.

I really enjoy working in partnership with my clients to build a pathway of financial security and success.  Now having over 25 years experience in the financial industry, I work with clients to build a plan that will guide them from the start of their lives, into their wealth building years, and finally planning the transition to retirement, which includes a proper strategy to start to draw down retirement savings in a tax efficient manner.

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2022 Multi-Asset Outlook

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Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....

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RRIF, meet JLTD

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If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....

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Prepare for the unexpected

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The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....

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Sue Chapman CFP

SENIOR FINANCIAL ADVISOR
SENIOR INSURANCE ADVISOR

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

3400 Fairview Street Lower Level
Burlington, Ontario
L7N 3G5 Canada